California Living Trust Trustee Must Respond to Petition for Accounting

Previously, I described sending a demand letter to the father of my clients, beneficiaries of their grandparents’ living trust. I demanded that the father, as trustee of their trusts, account to them for his activities as trustee as well as distribute to each of them their beneficiary shares of the living trust. His response was less than forthcoming.

After being served with the Citation, the trustee appeared in court, with his attorney, and the battle was joined. Suffice to say that the court inquired as to how long the trustee would need to prepare the accounting and ordered that it be so. The court also set a date for the hearing (like a trial) on the petition.